Financial Coach, Hacienda

Mission: Hacienda is a Latino Community Development Corporation that strengthens families
by providing affordable housing, homeownership support, economic advancement and educational opportunities.

Organization: Hacienda Community Development Corp

Job Posting: Financial Coach

Status: Full-Time, Non Exempt

Reports to: Economic Opportunity Manager

Salary Range: $17 - $20 DOE

Position Summary: The Economic Opportunity Department at Hacienda CDC aims to improve and preserve the financial outlook, capability and assets of the clientele we serve including homeownership. The position of Financial Coach supports that work by providing high-quality, one-on-one financial coaching and housing counseling in order to engage and motivate clients, and develop a plan of action to help clients reach their financial goal(s). The Financial Coach/Housing Counselor will also work to support all of the department programs including Financial Capabilities, Camino a Casa/Pre-Purchase Program and our Foreclosure Prevention Program.

Counselor will provide information and education to clients concerning (based on need)financial wellness, homeownership purchase and foreclosure process timelines, various mortgage and down payment assistance programs, home retention and home liquidation options.

Counselor/Coach will provide education and advocacy for homeowners on Oregon’s Foreclosure Avoidance Program and other avenues of assistance available to potentially new or struggling homeowners.

Work with clients to complete a detailed financial assessment including but not limited to:

Savings- discuss the importance savings and develop a savings plan that includes emergency and other longer-term savings as necessary.
-Educate clients on understanding various mortgage terms and terminology when purchasing a home, as well as the foreclosure process in Oregon.

Create individual action plans and provide ongoing support and follow up to help participating households reach their financial goal(s).

Maintain comprehensive and confidential client records and statistics in an electronic database in accordance with HUD and OHCS, as well as comply with all City, State, Federal and funder requirements.

Follow and adhere to all aspects of the National Industry Standards for Homeownership Education and Counseling.

Managing an equitable caseload of clients while managing your time effectively through the use of

Coordinate and conduct workshops (including Saturdays) relating to homeownership and avoiding foreclosure as well as conduct or participate in other Hacienda sponsored group education or outreach efforts.

Support and participate in related outreach activities including but not limited to community fairs, neighborhood associations and presentations to community organizations.

Build, foster and maintain professional collaborations with other agencies and organizations active in obtaining and maintaining homeownership, including but not limited to lenders, realtors, attorneys, governmental housing agencies and local social service agencies.

Provide language‐appropriate counseling and translation as needed.

Ability to articulate the mission, objectives and programs of the organization and department.

Develop and maintain testimonials of program participants.

Other duties as assigned.

Requirements:

Bachelor’s Degree with major course work in areas such as business, real estate, finance, planning, social work or education and two years of related work experience in finance,
economic development, social work, or client counseling; and/or two years equivalent experience.

Ability to read financial statements and familiarity with analyzing and interpreting data from several sources.

Ability to handle multiple tasks, work with minimal supervision, be creative and resourceful, self-motivated, able to meet deadlines and able to handle confidential
information appropriately as required.

The Hacienda Community Development Corporation is an Equal Opportunity Employer and does not discriminate based on religious affiliation, marital status, physical or mental disability, national origin, citizenship, age, race, color, creed, gender, gender identity, sexual orientation, genetic makeup, political or union affiliation, status as a Vietnam-era, disabled or other veteran, or any other basis protected by federal, state or local law. In compliance with the Americans with Disabilities Act, the Agency will provide reasonable accommodations to qualified
individuals with disabilities.

Our Core Values:

Respect: We strive to treat others and each other with dignity, fairness and respect.

Integrity: We conduct our work with openness and transparency as stewards of the public trust.

Excellence: We expect excellent performance in the delivery of services and programs to our community.

Collaboration: We collaborate with community, public, and private partners to leverage resources to achieve greater results.

Commitment: We seek and value board members and staff who are committed to strengthening
the Latino Community.

Note: This job description is intended as a guideline only, and does not limit in any way the duties or responsibilities of any employee. Nothing herein shall be construed as a contract of employment, expressed or implied.